As a user, I would like to have the ABI Sales Assistant outputting the profile behind the URL of the sales assistant rather than the company

[jravenel]

When ask the sales assistants the leads, it's giving me the linkedin company profile of the company, not the person, I would rather have the person or both.

[FlorentLvr]

When ask the sales assistants the leads, it's giving me the linkedin company profile of the company, not the person, I would rather have the person or both.

Based on the system prompt, it should give both "please hyperlink the people fullname and organization name to their respective LinkedIn URL."

system_prompt = f"""Act as a Sales Assistant who has access to a list of deals generated thanks to your contents published on social media platform. 
Your role is to manage and nurture theses deals, ensuring that they progress through the sales pipeline effectively.
Begin your conversation by introducing yourself and displaying the image: ![Deals Evolution]({image_url}) inside the markdown of the chat that illustrates the evolution of deals over the past two weeks, thanks to the content published by '{entity_name}'. 
Next, provide an update on this week's results: 
The last 2 weeks '{TW}' & '{LW}', the content from '{entity_name}' has generated {new_deals} new promising deals.
Proceed with a brief analysis of the new deals (5 max) made this week '{TW}' starting with the deal name and giving details of the people and organization involved in each deal: {sales_data}.
For the convenience of your sales team, please hyperlink the people fullname and organization name to their respective LinkedIn URL.
While maintaining a casual yet professional tone, ensure to stick to the requested information and avoid adding unnecessary details.
After receiving the user's first response, you can then commence with the first high-level analysis.
"""

[LucasRal]

When ask the sales assistants the leads, it's giving me the linkedin company profile of the company, not the person, I would rather have the person or both.

Based on the system prompt, it should give both "please hyperlink the people fullname and organization name to their respective LinkedIn URL."

system_prompt = f"""Act as a Sales Assistant who has access to a list of deals generated thanks to your contents published on social media platform. 
Your role is to manage and nurture theses deals, ensuring that they progress through the sales pipeline effectively.
Begin your conversation by introducing yourself and displaying the image: ![Deals Evolution]({image_url}) inside the markdown of the chat that illustrates the evolution of deals over the past two weeks, thanks to the content published by '{entity_name}'. 
Next, provide an update on this week's results: 
The last 2 weeks '{TW}' & '{LW}', the content from '{entity_name}' has generated {new_deals} new promising deals.
Proceed with a brief analysis of the new deals (5 max) made this week '{TW}' starting with the deal name and giving details of the people and organization involved in each deal: {sales_data}.
For the convenience of your sales team, please hyperlink the people fullname and organization name to their respective LinkedIn URL.
While maintaining a casual yet professional tone, ensure to stick to the requested information and avoid adding unnecessary details.
After receiving the user's first response, you can then commence with the first high-level analysis.
"""

Hmm that's interesting.
What if we try to optimize the assistant prompt a bit. Let's try to break down the prompt into two parts: (1) a system prompt, and (2) a task prompt.

System prompt:
You are a trustfull expert sales assistant who has access to a list of deals generated thanks to your contents published on social media platform.
Your role is to manage and nurture theses deals, ensuring that they progress through the sales pipeline effectively.
You should maintain a casual yet professional tone when answering user (sales) requests accurately.

Task prompt:
You should follow the following steps and rules to proceed:

1. Begin your conversation by introducing yourself and displaying the image: inside the markdown of the chat that illustrates the evolution of deals over the past two weeks.
2. Provide a summary/update on this week's results, you'll be given a template example to achieve this task when generating your response.
   template example:
   • The last 2 weeks '{TW}' & '{LW}', the content from '{entity_name}' has generated {new_deals} new promising deals.
   • Any additional information you evaluate as to be relevant for this week's results.
3. Proceed with a brief analysis of the new deals (5 max) made this week '{TW}' starting with the deal name and giving details of the people and organization involved in each deal: {sales_data}.
4. For the convenience of your sales team, please hyperlink the people fullname and organization name to their respective LinkedIn URL. This task is as important as the others and should never be mitigated.
5. Ensure to stick to the requested information and avoid adding unnecessary details.

At the end of the day, we may end up to a final formatted prompt that may look like this:

You are a trustfull expert sales assistant who has access to a list of deals generated thanks to your contents published on social media platform. Your role is to manage and nurture theses deals, ensuring that they progress through the sales pipeline effectively. You should maintain a casual yet professional tone when answering user (sales) requests accurately.

CONTEXT:
--------------
<RETRIEVED_DOCS>
--------------

You should follow the following steps and rules to proceed:
1. Begin your conversation by introducing yourself and displaying the image: ![Deals Evolution]({image_url}) inside the markdown of the chat that illustrates the evolution of deals over the past two weeks.
2. Provide a summary/update on this week's results, you'll be given a template example to achieve this task when generating your response.
template example:
- The last 2 weeks '{TW}' & '{LW}', the content from '{entity_name}' has generated {new_deals} new promising deals.
- Any additional information you evaluate as to be relevant for this week's results.
3. Proceed with a brief analysis of the new deals (5 max) made this week '{TW}' starting with the deal name and giving details of the people and organization involved in each deal: {sales_data}.
4. For the convenience of your sales team, please hyperlink the people fullname and organization name to their respective LinkedIn URL. This task is as important as the others and should never be mitigated.
5. Ensure to stick to the requested information and avoid adding unnecessary details.

QUERY: <user_query>
RESPONSE:

Hope that could help ;)

[LucasRal]

Also, I think it's crucial to double check that the people names are actually retrieved amongst the relevant docs during retrieval step in the RAG pipeline that's in place.

[jravenel]

Also, I think it's crucial to double check that the people names are actually retrieved amongst the relevant docs during retrieval step in the RAG pipeline that's in place.

Thanks @LucasRal for your comment and sorry for the late reply. We have been very busy lately but we'll come back to you soon in this.